Project & Portfolio Management - Templates & Policies

Prepare to Deploy PPM Suite Project Charter Template

Use this template to create a project charter for the PPM suite preparation team.

PPM Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

Requirements Gathering SOP

Use this template to define procedures for how requirements should be gathered at your organization.

PMO Course of Action Stakeholder Interview Guide

Use this template to gather insight into stakeholders relationship with, and expectations for, your PMO.

PMO Strategic Expectations Glossary

Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action...

PMO Mandate and Strategy Roadmap Template

Use this template to communicate your PMO's course of action to stakeholders and senior executives with the goal of demonstrating value and achieving buy-in.

PMO Director Peer Feedback Evaluation Template

Use this template towards the end of your first 100 days as PMO Director to help elicit stakeholder feedback concerning your leadership thus far.

Minimum Viable Business Case Document

This document helps you store, present, and utilize the information in your minimum viable business case.

Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.
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